We keep following the companies we analyse after publication. Each one carries a core scenario and a next thing to watch; when quarterly results are filed, we update its status.
| Company | Analysed | Core scenario | Next update | Status |
|---|---|---|---|---|
| SK Hynix (000660) | 2026-07-14 | The rights offering and ADR raise (about KRW 40tn) is absorbed without destroying shareholder value — cumulative EPS and FCF per share over the four quarters after the raise hold up against the level just before it | 2026-11 · Q3 results (first quarter after the raise) | 🟢 Scenario on track |
| KT&G (033780) | 2026-07-12 | Overseas cigarette revenue keeps growing at a 20%-plus rate | 2026-11 · Q3 report | ⚪ Mixed — segment figure not established |
| Monami (005360) | 2026-07-12 | Whether the market capitalisation recovered on solidarity buying stays above the threshold (KRW 50bn in 2027) on its own, in the face of structural losses | 2026-11 · Q3 report | ⚪ Mixed signals |
| Hansung Enterprise (003680) | 2026-07-12 | Net profit normalises and revenue rebounds, and the market capitalisation sustains itself once solidarity buying fades | 2026-11 · Q3 report | ⚪ Awaiting data — half-year figures not yet in the API |
| Muhak (033920) | 2026-07-12 | Core operating profit holds, and the growing net cash is transferred to shareholders through dividends or buybacks | 2026-11 · Q3 report | ⚪ Awaiting data — half-year figures not yet in the API |
| Cuckoo Homesys (284740) | 2026-07-12 | Whether rental-account operating profit holds or grows from KRW 140bn-plus (including parent-company transactions and Malaysia) | 2026-11 · Q3 report | 🟢 Scenario on track |
| Osung Advanced Materials (052420) | 2026-07-12 | Whether the 2024 profit surge continues rather than proving one-off, and growth comes without further dilution | 2026-11 · Q3 report | ⚪ Mixed signals |
| Whanin Pharmaceutical (016580) | 2026-07-18 | ① Profit normalisation — cumulative H1 2026 operating profit of KRW 14bn-plus (Q2 alone KRW 4.6bn-plus) · ② Wider shareholder returns after the succession — FY2026 DPS of KRW 350-plus, or a new buyback-and-cancellation or interim dividend | 2026-11 · Q3 results | 🟢 Scenario on track |
| SCD (042110) | 2026-07-18 | Net cash > market cap, with the dividend sustained — H1 2026 stays operationally profitable · FY DPS of KRW 50-plus · cash and equivalents held at KRW 70bn-plus | 2026-11 · Q3 report | ⚪ Mixed signals |
| THN (019180) | 2026-07-20 | Continuity of the 2025 jump (operating profit KRW 70.1bn) — H1 2026 operating profit of KRW 35bn-plus · revenue of KRW 550bn-plus / falsified if H1 comes in below KRW 25bn | 2026-11 · Q3 report | ⚪ Awaiting data — half-year figures not yet in the API |
| KG Eco Solution (151860) | 2026-08-08 | Closing the discount — whether the governance and conglomerate discount unwinds through cancellation of the 11.9% treasury stake or wider shareholder returns (PBR on the shareholders’ share: 0.19x) | 2026-11 · Q3 results | ⚪ First update pending |
| Sewon Precision (021820) | 2026-08-08 | The net-net cushion — whether a company holding net current assets of 3.6x its market cap (KRW 376.8bn) can hold on to both an operating profit and a raised dividend | 2026-09 · FY2026 annual report | ⚪ First update pending |
| Hyundai Motor (005380) | 2026-08-14 | Margin recovery — does the quarterly operating margin return to 6.0% or above in Q3 or Q4 (Q1 2026 5.47% → Q2 5.79%)? Falsified if it stays below 5.0% for two consecutive quarters | 2026-11 · Q3 results | ⚪ First update pending |
| Kia (000270) | 2026-08-14 | Durability of the margin lead — does Kia’s quarterly operating margin stay above Hyundai Motor’s for the next four consecutive quarters? Falsified if the order reverses for two consecutive quarters | 2026-11 · Q3 results | ⚪ First update pending |
This tracking is provided for information only and is not investment advice.
What the status marks mean
- 🟢 Scenario on track — the thing to watch was met in the most recent quarter
- 🔴 Scenario off track — results or a filing have taken the core scenario off course. The row is kept permanently, never deleted or edited, with a link to the reason
- ⚪ Update pending — the data for an update has not arrived yet, or the signals are mixed
- ⬛ Tracking closed — delisting, merger or similar makes tracking impossible, or the two-year analysis horizon has expired
Revision history
2026-07-12 — Ledger opened, KT&G listed (pending)
2026-07-12 — Monami and Hansung Enterprise listed (pending)
2026-07-12 — Muhak, Cuckoo Homesys and Osung Advanced Materials listed (pending)
2026-07-14 — SK Hynix listed (first update pending)
2026-07-18 — Whanin Pharmaceutical listed (first update pending)
2026-07-18 — SCD listed (first update pending)
2026-07-20 — THN listed (first update pending)
2026-08-08 — KG Eco Solution and Sewon Precision listed (first update pending)
2026-08-14 — Hyundai Motor and Kia listed (first update pending)
2026-08-15 — Half-year update for eight companies (Muhak, Cuckoo Homesys, Osung Advanced Materials, KT&G, Monami, Hansung Enterprise, SCD, THN)